Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jorge Peribáñez

Investment Analyst (CFA Level I Candidate)
Madrid

Summary

An enthusiastic, self-motivated, reliable, responsible, and hardworking person. An excellent team worker, adaptable to all challenging situations. Highly capable of working well under pressure and adhering to strict deadlines. Willingness to take on added responsibilities to meet team goals.

Overview

6
6
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
3
3
Languages

Work History

Investment Analyst Intern

Resilience Partners
2023.04 - Current
  • Monitoring of deal flow, initial investment review Information Memoranda, other independent research.
  • Assistance in the analysis of investment opportunities and support during the entire process.
  • Assistance in the preparation of company profiles
  • Financial Analysis: Financial modelling in excel including cash flow generation, leverage levels and latest trading and assessment of its business plan going forward.
  • Assistance in portfolio management and monitoring of existing investments.
  • Sector and Market analysis of the investment and Risk/Return Analysis.
  • Assisting, where appropriate, with any other such as areas new deal origination efforts, fundraising, ESG, marketing materials and others.

Project Office Intern

Nologin Consulting S.L.U
2022.03 - 2022.07
  • Collaborated with team members on various projects, leading to increased productivity and success.
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Demonstrated strong attention to detail while proofreading documents, resulting in error-free reports.

Volunteer Worker

Centro De Día Cai-Ozanam
2017.09 - 2018.04
  • Paid attention to detail while completing assignments.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Adhered to company policies, safety procedures
    and performance standards.
  • Generated reports detailing findings and recommendations.

Education

Master in Stock Exchange And Financial Markets - Finance

Instituto De Estudios Bursátiles
Madrid
2022.10 - 2024.01

Business Administration And Management - Finance And Economics

Universidad De Zaragoza
Zaragoza
2018.09 - 2022.06

Skills

    Teamwork and Collaboration

Problem Solver

Decision making

Dependable and Responsible

Attention to detail

Interpersonal communication

Certification

Bloomberg Market Concepts

Timeline

Bloomberg Market Concepts

2023-10

LSE Excellence Program 2023

2023-09

Investment Analyst Intern

Resilience Partners
2023.04 - Current

Master in Stock Exchange And Financial Markets - Finance

Instituto De Estudios Bursátiles
2022.10 - 2024.01

Project Office Intern

Nologin Consulting S.L.U
2022.03 - 2022.07

The 10 key points of Excel

2022-03

Business Administration And Management - Finance And Economics

Universidad De Zaragoza
2018.09 - 2022.06

First Certificate

2018-03

Volunteer Worker

Centro De Día Cai-Ozanam
2017.09 - 2018.04
Jorge PeribáñezInvestment Analyst (CFA Level I Candidate)